NEGOTIABLE SALARY | LTIP | REVENUE SHARE | LEEDS | EXCLUSIVE TO NIGEL JAMES ASSOCIATES
We have been exclusively appointed to recruit an experienced Chartered Financial Planner at the growth stage of their career to join a highly regarded independent wealth management company with offices across the UK to join their office in Leeds. This is a genuinely rare and exciting opportunity at a business with an exceptional reputation, a clearly defined and successful client niche, and a compelling long-term reward structure.
The business works exclusively with HNW and UHNW private clients and has built a strong and well-established position within a specific client niche. You will be joining at an exciting point in the firm's evolution and will work directly alongside one of the lead Partners, steadily inheriting a proportion of their client portfolio over a structured transition period. Beyond this, the Partner will actively support you in developing your own client base through existing client referrals and introductions from a well-established network of high-level professional connections.
The role:
- Work closely alongside a lead Partner to inherit a select portfolio of HNW and UHNW clients over a structured transition period
- Build your own client base with the full support and backing of a senior Partner through client referrals and high-quality professional introductions
- Deliver holistic, complex financial planning advice to HNW and UHNW private clients
- Benefit from full administration and paraplanning support so your focus remains entirely on your clients
What we are looking for:
- A Chartered Financial Planner with five years of advising experience, may consider slightly less for the ideal person
- Proven experience advising HNW or UHNW clients and delivering complex, high-quality financial planning
- Polished, professional, and technically excellent with the interpersonal skills to build lasting relationships at this level
- Someone at the growth stage of their career who is ambitious, commercially minded, and looking for a long-term home
What is on offer:
- A negotiable basic salary reflective of experience
- Participation in the company's LTIP scheme, rewarded on company growth upon a future corporate event — anticipated to be highly lucrative
- A market-leading revenue share structure once established, paid as a combination of guaranteed salary and annual bonus
- Full administration and paraplanning support
- The opportunity to build a long-term career within a business that has cornered a specific and highly successful client niche
This is a highly attractive and unique opportunity to work for a brilliant company offering brilliant career scope and earnings. If you are a Chartered Financial Planner with HNW client experience and the ambition to build something significant within a truly exceptional business, it would be great to hear from you.
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Financial Planner in Leeds employer: Nigel James Associates Ltd
Nigel James Associates Ltd is an exceptional employer, offering a dynamic and collaborative work culture that empowers Senior Financial Planners to thrive in their roles. With a focus on employee growth and development, the company provides access to a leading wealth management platform and a prestigious client base, ensuring that team members can deliver top-tier financial planning services. Located in London and Scotland, employees benefit from a competitive six-figure salary and discretionary bonuses, making it a rewarding place for those seeking meaningful and impactful careers in finance.
Contact Details:
Nigel James Associates Ltd Recruitment Team
